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Cypress Wealth Services’s PepsiCo PEP Stock Holding History

Cypress Wealth Services’s Portfolio PEP Stock Details PEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-3,763
Closed -$522K – 443
2020
Q3 		$522K Buy
+3,763
New +$512K 0.13% 129

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Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cypress Wealth Services's PEP Position: Q2 2026 in Review

Cypress Wealth Services reduced its PepsiCo (PEP) stake by 2.7% in Q2 2026, selling an estimated $16.6K and leaving 3,975 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #222.

Cypress Wealth Services first reported a position in PEP in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.99M in Q2 2019. 1,136 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

  • Cypress Wealth Services held 3,975 shares of PepsiCo worth $538K as of Q2 2026.
  • Cypress Wealth Services sold 111 PepsiCo shares in Q2 2026, an estimated $16.6K.
  • PepsiCo made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #222 holding.
  • Cypress Wealth Services first reported a position in PepsiCo in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's PepsiCo position peaked at $2.99M in Q2 2019.
  • 1,136 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.